Cross Sell Summary

This tab allows you to generate reports that allow the Relationship Manager to measure their cross-sell efficiency and opportunity.

You can generate the reports from this tab by applying the filters detailed in the following table:

Table 3-52 Cross Sell Summary Tab Options

Filter level	Filter	Filter Type
Dashboard	Legal Entity	Drop-down list
	Referral LOB	Drop-down list
	Product	Drop-down list
	As-of-Date	Drop-down list
	Currency Type	Drop-down list
	Amount in	Drop-down list
Page	Period level	Button selection
Report	Period	Drop-down list
	Compare to	Drop-down list

The reports that are generated are detailed in the following table:

Table 3-53 Report Details

Report Name	Description
Cross-Sell Performance by Revenue	This report displays the income generated through cross-sell for top LOBs and products across the business.
Cross-Sell Performance by Income	This report displays the revenue generated through cross-sell for top LOBs and products across the business.
Cross-Sell Performance by Open Customers	This report displays the number of open customers for top LOBs and products across the business that are generated through cross-sell opportunities.